We provide Deposit & Investment options to Individuals, Corporations, Pension Funds and Credit Unions.
Given the low interest rates and high Tax rates, your money is earning less than 0.8% (net), yes that’s less than 1% per year in the Bank.
At Alpha Wealth we provide solutions across over 15 Providers and Banks “Best in Class” Investment solutions.
We advise on, and manage, existing investments on behalf of clients and feel it is extremely important to be aware of the RISKS associated with any monies invested.
Click here for an example of one innovative deposit alternative from one of our Investment providers.
What makes us different?
Our Advisors have great experience, having worked in some of the World’s largest Banks (such as Merrill Lynch & Morgan Stanley) and in a non-pushy way, we provide advice on a range of investment solutions to meet our client’s needs.
We can advise on the best options for:
- Building up a nest egg for a property /car
- Investing for (if appropriate) your children’s education needs
- Tax based investments which achieve up to 40% of a Tax saving
- Providing guaranteed income generating options to those in retirement
For regular savings we can give the BEST options – whether it be short/medium or longer term plans
Use our Cost of College Education Calculator to work out the estimated costs of sending your children to college and see how much you might need to save each month to meet these college costs.
Use our Savings calculator to help you work out how much you need to save each month to meet your savings goal.